androidsixteen
@androidsixteen.eth
One of my more non-consensus bets right now is $RIVN With ~half the country hating Elon (and generally speaking, the rich half), they might want to boycott his products The only sexy EV manufacturer besides Tesla is Rivian. So despite the headwinds of a Trump admin towards EVs, there's a market here
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kartik 🎩
@sathaxe
Reasonable. My main fear with this play is - do the trad manufactures capture this market before Rivian can scale up enough? My experience inside a Rivian is that it’s not that different than most gas cars, the software isn’t a differentiator, which makes me lean to the former
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androidsixteen
@androidsixteen.eth
It's a valid concern, but trad manufacturers are actually retreating: https://www.bbc.com/news/articles/clylzgmp3zpo This is a bit of an exercise in the innovator's dilemma -- it's far easier to lean *fully* into EV than partially
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